Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yigal? Claim Your ProfileYigal Marcus is a registered investment advisor representative with Alliancebernstein LP. Yigal has been in the industry since 2008. Yigal holds multiple licenses and certifications including Series 66, Series 63, Series 24, Series 7, Series 55, and SIE. Previously, Yigal worked at MAYTAL SECURITIES, LLC and SANFORD C. BERNSTEIN & CO., INC. Yigal currently provides asset allocation, financial planning, portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Yigal's services include publication of periodicals and selection of other advisers.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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03/08/2024 - Present
Alliancebernstein LP (TEL AVIV )
NJ
12/21/2000 - 12/14/2001
MAYTAL SECURITIES, LLC (TEANECK NJ)
NY
07/17/1997 - 06/28/1999
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
BOTH
Issued 01/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2011
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2000
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
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